Abnormal Returns

FEBRUARY 16, 2023

axios.com) Funds Tax efficiency is the secret sauce of ETFs. apricitas.io) There are a near-record number of housing units currently under construction. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Why where investors mark the portfolios can be all over the place.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

FEBRUARY 27, 2023

wsj.com) Taxes on share buybacks are a speed bump. axios.com) Job number one for CEOs is capital allocation. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

OCTOBER 23, 2023

on.ft.com) States are looking to pay for roads as EVs drag down gasoline taxes. wsj.com) On the relationship between the number of children you have and longevity. scientificamerican.com) The number of jump scares in horror movies are trending down. EVs Solid-state batteries would upend the EV calculus. Leagues act accordingly.

Food 222

Food License Financial Advising Transportation 222

Abnormal Returns

JULY 18, 2022

nytimes.com) Covid did a number on global childhood vaccinations. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: estate tax intricacies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (protocol.com) The rapid grocery startup space is in full retreat.

Financial Advising 208

Financial Advising Startup Economy Portfolio 208

Abnormal Returns

OCTOBER 23, 2023

EVs States are looking to pay for roads as EVs drag down gasoline taxes. nytimes.com) On the relationship between the number of children you have and longevity. frontofficesports.com) Earlier on Abnormal Returns Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 113

Financial Advising Transportation Media Food 113

Abnormal Returns

DECEMBER 25, 2022

wsj.com) Russia Putting a number on the Ukrainian children removed to Russia. semafor.com) Why the Child Tax Credit, despite widespread support, didn't get renewed. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? msn.com) War or not, Russia's infrastructure is falling apart.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

OCTOBER 28, 2023

on.ft.com) States are looking to pay for roads as EVs drag down gasoline taxes. wsj.com) On the relationship between the number of children you have and longevity. scientificamerican.com) The number of jump scares in horror movies are trending down. EVs Solid-state batteries would upend the EV calculus. Leagues act accordingly.

Food 130

Food License Financial Advising Transportation 130

Abnormal Returns

SEPTEMBER 17, 2022

marketwatch.com) Food The numbers show no-till farmland is more highly valued. sciencedaily.com) The case for raising taxes on alcohol to reduce alcohol-related deaths. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (washingtonpost.com) Seriously, just go to sleep.

Food 130

Food Financial Advising Transportation Medical 130

Abnormal Returns

AUGUST 27, 2022

Tax private jet travel. papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (curbed.com) Transport Pilot Co., washingtonpost.com) Wanna hit the rich? axios.com) Can batteries ever power container ships?

Food 130

Food License Financial Advising Media 130

Abnormal Returns

MAY 27, 2023

theverge.com) Autos Why vehicles should be taxed by curb weight. vox.com) Sports Mount Everest is on track for a record number of fatalities. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Uber ($UBER) and Waymo are teaming up in Phoenix.

Food 130

Food Financial Advising Transportation Medical 130

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. What are the tax consequences of x? What tax do I pay when I retire? Like, number one, Google search?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

International College of Financial Planning

OCTOBER 26, 2023

A financial advisor isn’t just a title; it’s a commitment. They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

WiserAdvisor

APRIL 12, 2024

This article will discuss the factors that influence this ratio and what financial advisors can do to serve their clientele better. How to determine a good financial advisor-to-client ratio? In that case, you can develop a deep understanding of the financial concerns and objectives that are prevalent among retired individuals.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Carson Wealth

JUNE 14, 2022

These numbers quickly scale, compound and backflip into being overwhelming. These plans often come with a state-income tax deduction on contributions, provide tax-deferred growth and state oversight, and allow owners to change plan beneficiaries to family members tax-free. Qualified expenses include: College tuition.

Planning 52

Planning Distribution Accounting Taxes 52

Abnormal Returns

JUNE 4, 2023

msn.com) Policy Who gains from corporate tax cuts? calculatedriskblog.com) An increasing number of home sellers are offering concessions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Ukraine The Pentagon is paying for Starlink terminals in Ukraine.

Financial Advising 179

Financial Advising Startup Banking Economy 179

Indigo Marketing Agency

JANUARY 24, 2024

Aaron Klein Reason to Follow: Innovator in financial risk management software and industry technology trends Aaron Klein is the co-founder and CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Aaron Klein Reason to Follow: Innovator in financial risk management software and industry technology trends Aaron Klein is the co-founder and former CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Abnormal Returns

MARCH 9, 2023

etf.com) The Vanguard Short-Term Tax-Exempt Bond ETF ($VTES) has launched. axios.com) The number of open construction jobs has fallen dramatically. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) The costs of anti-ESG legislation are adding up. semafor.com) The U.S.

Financial Advising 130

Financial Advising Manufacturing Media Management 130

Abnormal Returns

NOVEMBER 23, 2022

awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. abnormalreturns.com) Adviser links: setting client expectations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wapo.st) How long will consumer spending hold up?

Financial Advising 198

Financial Advising Advertising Economy Economics 198

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Giles: Banks do have to follow rules and regulations.

Investing 52

Investing Investments CFP Financial Advisor 52

Brown Advisory

JANUARY 1, 2023

We have looked at a number of potential opportunities especially in those providing services to the sector or intellectual property but nothing yet has passed all our tests. We enjoy our Book Club and a number of titles we have read this year are noted throughout4. break-up) could actually release meaningful hidden value.

Investing 52

Investing Investments Valuation Clients 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

Source: Levels.fyi Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. Restricted Stock Units vest over time and are taxed as income at vesting. Incorporate tax planning with your RSU vesting schedule to minimize taxes.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. Restricted Stock Units vest over time and are taxed as income. Incorporate tax planning with your RSU vesting schedule to minimize taxes. See the chart below. at vesting.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Park Place Financial

MARCH 14, 2022

For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy. This can help bring you closer to your financial goals while also mitigating potential risks along the way. About Rebalancing Investments. Consider Your Age. When to Rebalance.

Portfolio 52

Portfolio Asset Allocation Financial Planner Certified Financial Planner 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. I have lots of different ways I can get that number to go up.

Management 268

Management Assets Portfolio Investing 268